Annual Return Form - Tier 3 charity (2024) (.pdf)
Date Published: 02 May 2024
1.1 MB
Use this form to file an annual return for a Tier 3 charity, for a reporting period that began on or after 1 April 2024. This version can also be used for periods that ended after 15 June 2023 if you choose to adopt the new reporting standards early.
Is tagged with:
Form
Automated Cash Book for Tiers 3 and 4 (.excel)
Date Published: 06 May 2019
521.8 KB
The Automated Cash Book tool is a Microsoft Excel workbook which will help you track your transactions throughout your financial year and summarise them into the required format for the Statement of Receipts and Payments or the Statement of Cash Flows.
Is tagged with:
Template
Reporting
Protect your charity against terrorism financing and other risks (.pdf)
Date Published: 14 Feb 2020
1.3 MB
A number of New Zealand's registered charities operate overseas, and do so in a variety of ways. Charities send money or goods overseas, undertake work ‘on the ground’, and fund or deliver programmes in partnership with overseas-based organisations. As part of our role to help charities in relation to matters of good governance and management, we have pulled together some information about how to address these challenges.
Is tagged with:
Information and guidance
Charity Handbook (.pdf)
Date Published: 16 Jul 2021
356.1 KB
The Charity Handbook has been designed to help you keep track of the information that you need to run your charity. You can also use it as a handover document for new members.
Is tagged with:
Template
Charity Law in New Zealand (.pdf)
Date Published: 30 Jun 2013
3.2 MB
Written by Dr Donald Poirier, a senior employee of the Department of Internal Affairs Charities Services, Charity Law in New Zealand provides an up-to-date analysis of charity law in this country.
Charities Services believes this online book will be useful to those in the legal profession as well as the wider charity and not-for-profit sector.
The book is also intended to promote a wider understanding for all New Zealanders of the structure and complexities of charity law.
Is tagged with:
Research and reports
Governance information for new officers (.pdf)
Date Published: 20 Sep 2019
849.6 KB
As an officer your biggest is to act in the best interest of your charity, making sure it remains focused on its purpose and the benefit it provides to the public.
This resource is a starting point to help you understand your role as an officer and how you can contribute to governing your charity well.
Is tagged with:
Information and guidance
Governance
Deregistration Form (.pdf)
Date Published: 29 Nov 2016
375.7 KB
Use this form to deregister your charity if you no longer wish to be a registered charity.
Is tagged with:
Form
Governance in a crisis for small charities (.pdf)
Date Published: 20 Jul 2020
76.8 KB
A crisis can be a difficult time to be on a committee or board of a charity. Times of crisis present many challenges, but they can also present opportunities for boards to rethink how they can best support their charity. This resource outlines 5 key tips for governance of charities when crisis hits. It has been adapted from JB Were’s guidance on leadership in times of crisis.
Is tagged with:
Information and guidance
Governance
How to complete your performance report and your annual return (.pdf)
Date Published: 22 Apr 2024
461.9 KB
This resource is intended to help Tier 4 charities complete their performance report and submit their annual return.
As a registered charity you are required to complete your performance report and submit your annual return no later than six months after the end of your financial year. This short, simple guide outlines what you will need to complete your performance report and annual return easily and accurately.
Is tagged with:
Information and guidance
Reporting
Volunteer information tracking sheet (.excel)
Date Published: 20 May 2019
37.2 KB
On this Excel worksheet you can record volunteer hours, the activity or project they worked on and the date that they worked. This information will help you when it comes to submitting your annual return
Is tagged with:
Form
Annual Return Form - Tier 4 charity (2024) (.pdf)
Date Published: 02 Apr 2025
1.6 MB
Use this form to file an annual return for a Tier 4 charity, for a reporting period that began on or after 1 April 2024. This version can also be used for periods that ended after 15 June 2023 if you choose to adopt the new reporting standards early.
Is tagged with:
Form
Update Details Form (.pdf)
Date Published: 02 May 2024
1.0 MB
Use this form to update details about your charity (name, balance date, address, new officers, officers removed, charity purpose, rules).
Is tagged with:
Form
